Dean Dorton Acquires Metro Medical Solutions

Louisville, Ky.-based Dean Dorton Allen Ford (FY16 net revenue of $25.6 million) has expanded its health care services in Kentucky by acquiring Metro Medical Solutions, a long-standing physician billing and credentialing company located in Louisville.

The new physician billing and credentialing services will be combined with Dean Dorton’s existing health care consulting practice and branded as Dean Dorton Healthcare Solutions.

“We are enthusiastic about the high level of service and expertise Metro Medical Solutions has provided its notable client base and the opportunity to expand services to our current clients, which includes many physician practices,” says David Bundy, president and CEO of Dean Dorton. “Metro Medical Solutions is highly regarded in their ability to maximize reimbursement for physician practices in a short amount of time at a low cost, creating tailored solutions for each client.”

Dean Dorton can now offer a full range of services, from accounting and financial outsourcing to billing and credentialing. “We are now able to handle all back-office functions, which can allow physicians to focus solely on the demands of their clinical practice,” says Adam Shewmaker, director of health care consulting services at Dean Dorton.

January Taylor, president of Metro Medical Solutions, says the merger gives clients a broader range of specialty capabilities, advice and solutions. “In addition, we want to offer more opportunities for our employees and referral partners who are the backbone of our business.”

Dean Dorton Healthcare Solutions includes a team of more than 20 experts who specialize in health care accounting and financial outsourcing, medical billing and credentialing, revenue cycle management, compliance and risk management, technology, human resources and advisory services.

REDW Welcomes Jacobson as Principal

Michael Jacobson

Michael Jacobson

Albuquerque, N.M.-based REDW (FY15 net revenue of $26.9 million) has announced the addition of Michael Jacobson as a principal in the firm’s Phoenix office. Jacobson brings nearly two decades of experience serving commercial clients in the Phoenix market.

“The addition of Michael to our team is both timely and exciting,” says Managing Principal Steve Cogan. “Strategic hires and firm/practice acquisitions are key components of our firm’s overall strategy for achieving manageable, steady revenue growth and increasing profitability. Michael’s primary role will be to help expand our commercial audit, tax and advisory services practice, further develop our capabilities firm-wide, and demonstrate our commitment to serving the growing needs of our construction and real estate clients.”

Jacobson’s career includes 18 years working with national accounting firms such as Deloitte and Moss Adams. He joins REDW after serving as a senior vice president and chief accounting officer of a Scottsdale, Ariz.-based real estate investment trust, where he built their financial reporting department and was a key contributor to the company’s growth from $400 million to a $1.7 billion in real estate assets over a three-year period.

“As I evaluated my options to return to public accounting, REDW immediately stood out in the market as a forward-thinking organization with a clear focus on innovation and client service,” Jacobson says. “REDW has the right mix of values and people to allow me to grow, serve and make a meaningful impact.”

Smith & Howard Launches Financial Search & Placement Practice

Blayne Shelton

Blayne Shelton

Smith & Howard of Atlanta (FY15 net revenue of $24.9 million) recently announced the launch of a new service offering: Financial Search & Placement, along with the addition of Blayne Shelton as director of the group.

“After fielding requests for staffing help from clients and financial professionals alike for several years, we decided it was time to put a formalized program in place,” says MP John Lucht. “Blayne brings not only a great blended background of accounting and recruiting, but also similar values and an approach that meshes well with our culture.”

Shelton has held a variety of roles in public accounting (including the Big 4) as well as industry. His clients in both arenas included small businesses as well as large public organizations and covered such areas as revenue recognition, real estate finance, derivative accounting and a range of consulting projects. He joined the executive recruiting side of the business when he returned to a consulting firm he had previously worked for. He combines his recruiting career with his accounting industry experience to connect with and place qualified financial professionals with businesses.

The Financial Search & Placement (FS&P) group creates ideal matches between professionals and businesses to staff CFO, controller, senior accountant, internal auditor, financial and business systems analyst, staff accountant and bookkeeper positions. If there is a financial role in a business, the FS&P group at Smith & Howard can find a fit.

While the FS&P group will focus on businesses in Georgia and the Southeast, the service can extend to locations in other areas of the U.S.

Monestime Named Chief Marketing Officer at Gray, Gray & Gray

Kelly Monestime

Kelly Monestime

Canton, Mass.-based Gray Gray & Gray (FY15 net revenue of $19.4 million) has announced that Kelly Monestime has been named chief marketing officer.

Monestime joined Gray Gray & Gray in 2004, and previously served as the firm’s director of marketing.

“Kelly Monestime has played a significant role in the growth of our firm over the past decade,” says MP Joe Ciccarello. “Her leadership of our marketing and business development efforts has been exemplary, and she and her team have succeeded in creating a clearly defined brand for the firm.”

Gray Gray & Gray to Begin Exchange Program with UK Firm

Canton, Mass.-based Gray Gray & Gray (FY15 net revenue of $19.4 million) has entered into an employee exchange program with Page Kirk, a Chartered Public Accounting firm in Nottingham, England.

A Gray Gray & Gray team member will spend 11 weeks working in England while a Page Kirk professional joins Gray Gray & Gray, an IPA 200 firm, for the same period. Heather Robertson, a senior member of the firm’s client services team, has been selected to work with the team at Page Kirk and kick off the international exchange program this summer.

“At Gray Gray & Gray, we are committed to going beyond the numbers for our team members by providing learning opportunities designed to help them with their professional development,” says MP Joe Ciccarello. “The selection process for this exchange program was not easy. We had many qualified candidates, all of whom would do a fantastic job representing the firm.”

Ciccarello went on to say that, “Heather’s experience most closely aligned with the criteria for this particular firm in the UK and we are excited to be able to provide her with this learning adventure. We anticipate that this will be the first of many exchanges and that we will create more opportunities for our team members in the future.”

Gray Gray & Gray is a member of CPAmerica International, a global association of independent accounting firms.

Maner Costerisan Merges in Vantage Business Solutions

Maner Costerisan (FY15 net revenue of $18.3 million) of Lansing, Mich., announced that Vantage Business Solutions, a Microsoft Dynamics consultancy with locations in Toledo, Ohio, and Northville, Mich., is now a part of Maner Costerisan’s Business Solutions and Technology Department as of Jan. 1.

Vantage Business Solutions brings more than 25 years of experience with Microsoft Business Solutions products, including Microsoft Dynamics GP, to Maner Costerisan. The co-founders and principals of Vantage Business Solutions, Tom Jablonski and Susan Veres, are now a part of the Maner Costerisan Business Solutions & Technology practice.

“The addition of the Vantage team grows our consulting and customer service resources allowing us to provide clients with an even higher level of service. And now that Vantage’s clients have come on board, they will gain the support and experience of a larger, more diverse organization,” says Jeffrey Stevens president of Maner Costerisan.

WebsterRogers Names Regional MPs

Florence, S.C.-based WebsterRogers (FY15 net revenue of $18.4 million), with nine offices across the state, has appointed five regional MPs.

Anthony (Tony) Wrobel, Laura Durant, Charles (Chuck) Talbert, Steve Miller and Robert Tilton have been named to serve the firm’s Central, Grand Strand, Charleston, Bluffton and Pee Dee regions, respectively.

In this new role they will be charged with driving the firm’s global strategic vision at the local and regional level.

WebsterRogers, an IPA 200 firm, has over 140 total employees, including 23 partners, serving a variety of industries and individuals.

Moore Colson Admits Three Partners

Michael Hammond

Michael Hammond

Moore Colson of Marietta, Ga., (FY15 net revenue of $18 million) announces that Michael Hammond, Jonathan Levens and David Massey were admitted as partners of the firm.

Hammond is a partner in Moore Colson’s risk advisory and compliance services (RACS) practice. Previously, he was director and practice leader. He offers more than 30 years’ experience in both the private and public sectors.

As a partner, he is responsible for leading internal auditing services focusing on financial, operational and performance audit services, process improvement, risk management and controls evaluation for many of Moore Colson’s largest clients. He also leads the firm’s SOC and Sarbanes-Oxley engagements.

Jonathan Levens

Jonathan Levens

Prior to joining Moore Colson, he was an audit partner with Reznick Group in Atlanta.

Levens is a partner in the tax practice. Previously, he was a senior manager there, and has worked for Moore Colson since joining the firm as an intern in 2004.

As a partner, his responsibilities include leadership roles in the firm’s tax services practice and the coordination and management of tax compliance and consulting services for closely held businesses and their owners. Levens serves clients in the manufacturing, services, private equity and venture capital, restaurant and health care industries. In addition, he has extensive experience in merger / acquisition structuring and due diligence services.

David Massey

David Massey

Massey joined the firm as a partner the business assurance practice. He specializes in the coordination of business assurance services primarily in the construction industry, including audits, reviews and compilations. He also provides detailed cost analysis and other consultative services for contractors, developers, and end users on construction projects. He also serves clients in the technology and health care industries.

Prior to joining Moore Colson in 2016, Massey was a member of the assurance and advisory services practice of Frazier & Deeter. As an audit senior manager, he performed assurance functions including, audits, reviews and compilations. Prior to joining Frazier & Deeter, he worked as an operations accounting manager for Hardin Construction Company for eight years.

Carlgren Joins Ownership Team at Geffen Mesher

Melissa (Nartz) Carlgren

Melissa (Nartz) Carlgren

Geffen Mesher of Portland, Ore., (FY15 net revenue of $20.5 million) announces that Melissa (Nartz) Carlgren has been admitted to the partnership.

Raised on a cattle ranch in Central Oregon homesteaded by her great grandfather, Carlgren carries on the legacy of her family by focusing her accounting practice on agribusiness and real estate.

After earning her undergraduate degree, she interned in Washington, D.C., for the U.S. House Committee for Agriculture, then interned for an Oregon lobbyist who represented agribusiness groups.

She started her accounting career with Geffen Mesher in 2007. She has worked extensively over the past several years managing an active real estate practice as well as developing and leading the firm’s agribusiness accounting practice. With a true passion for these industries, Carlgren builds long-term relationships to help her clients thrive and grow.

“Melissa has been a tremendous contributor to the firm and has aided in its success over her time with us. She is committed to our core values and to the ongoing development and growth of the firm,” says MP Michael Rompa.

New MP at Green Hasson Janks

Tom Barry

Tom Barry

Green Hasson Janks of Los Angeles (FY15 net revenue of $26 million) has appointed Tom Barry as its next MP, replacing Leon Janks, who continues with the firm in a consulting role after 11 years as MP.

Barry has been a partner for 10 years, and leads the waste management and environmental services practice. This succession comes on the heels of a rigorous strategic planning process by the partner group, which has a deep commitment to growing future leaders, the firm announced.

Green Hasson Janks is nearing its 65th year. Janks, the firm says, leaves a strong legacy of success. “His commitment to positivity and collaboration is an inspiration that has attracted world-class talent to the firm. Leon’s stewardship of the firm’s vision has seen the number of employees – and revenues – more than double during his leadership. His belief that investing in and growing great next-generation talent is a recipe for how Green Hasson Janks continues to achieve excellence, exceed projected goals and ensure sustainable growth.”

Janks says, “Tom is a prime example of how we grow great people, as he has grown up in the firm for over 20 years and has established his own footprint with a reputation for innovation and developing talent.”

Professional development is integral to the firm’s vision and values and underlies its success. Barry says he is able to devote time to his family and pursue his passions of fishing and coaching while “continuing to help build a better future for my clients and colleagues.” Barry launched the firm’s concept of #BeMore, which encourages members of the firm to live their best lives, professionally and personally.